Wfa Of San Diego, LLC Schwab Strategic Tr Us Emergin Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 5,391 shares of SCHE stock, worth $181,137. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,391
Previous 7,619 29.24%
Holding current value
$181,137
Previous $222,000 27.03%
% of portfolio
0.12%
Previous 0.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.38 - $30.18 $54,318 - $67,241
-2,228 Reduced 29.24%
5,391 $162,000
Q2 2024

Aug 14, 2024
SELL
$24.67 - $27.2 $24,670 - $27,200
-1,000 Reduced 11.6%
7,619 $202,000
Q3 2023

Nov 02, 2023
SELL
$23.83 - $26.11 $11,247 - $12,323
-472 Reduced 5.19%
8,619 $206,000
Q2 2023

Aug 10, 2023
BUY
$23.66 - $25.54 $215,093 - $232,184
9,091 New
9,091 $223,000
Q4 2022

Jan 31, 2023
SELL
$21.59 - $24.95 $11,637 - $13,448
-539 Reduced 4.63%
11,093 $262,000
Q3 2022

Oct 18, 2022
BUY
$22.4 - $25.83 $35,616 - $41,069
1,590 Added 15.83%
11,632 $261,000
Q2 2022

Jul 28, 2022
SELL
$24.51 - $28.87 $117,206 - $138,056
-4,782 Reduced 32.26%
10,042 $255,000
Q1 2022

Apr 25, 2022
BUY
$25.61 - $30.82 $640 - $770
25 Added 0.17%
14,824 $412,000
Q4 2021

Feb 07, 2022
SELL
$28.68 - $31.96 $28,622 - $31,896
-998 Reduced 6.32%
14,799 $438,000
Q3 2021

Oct 25, 2021
SELL
$29.81 - $32.7 $13,026 - $14,289
-437 Reduced 2.69%
15,797 $481,000
Q2 2021

Aug 11, 2021
BUY
$31.06 - $33.61 $3,447 - $3,730
111 Added 0.69%
16,234 $534,000
Q1 2021

May 14, 2021
SELL
$30.78 - $34.63 $138,048 - $155,315
-4,485 Reduced 21.76%
16,123 $512,000
Q4 2020

Feb 11, 2021
SELL
$26.72 - $30.68 $293 - $337
-11 Reduced 0.05%
20,608 $30,000
Q3 2020

Nov 06, 2020
SELL
$24.69 - $27.71 $28,936 - $32,476
-1,172 Reduced 5.38%
20,619 $551,000
Q2 2020

Aug 27, 2020
BUY
$19.87 - $25.05 $432,987 - $545,864
21,791 New
21,791 $531,000

Others Institutions Holding SCHE

# of Institutions
872
Shares Held
151M
Call Options Held
27.8K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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